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Strategic Metrics Workshop
Presented by
Dr. Bill Irwin, Western UniversityKimberly Silk, Canadian Research Knowledge Network
Today’s Agenda
• Recent trends: Impact Studies• Why Metrics Matter• Metrics and Your Strategic Plan• The Importance of Data Planning• Metrics in Action• Your Turn: Choosing Your Metrics• Discussion
Recent Impact Studies
• Focus on economic impact, at various levels:– State: Florida, Texas, Wisconsin, others– County: Santa Clara, CA; Suffolk, NY; – City: Toronto, Philadelphia, Pittsburgh,
San Francisco– Gap in looking at other impacts: cultural,
educational, social– Note to Dr. Bill – I can add summaries of
these studies as examples
Why Metrics Matter
• Evidence-based decision-making• Metrics matter all the time– Not just at budget time
• Long-term data collection, to develop a long-term, strategic view
Metrics and the Strategic Plan
Strategic Objectives
Establish Tactics
Plan Activities
Gather Activity
Data
Communicate
Change
Data Planning
• Collect the data that tells your story– (not the data that’s
easy to collect)
• Start with: what story do you want to tell– Determine what metric
you need to tell the story
– Collect the data needed for that metric
• Wash, Rinse, Repeat.
Increase use of special
collections
Metric: % increase in
usage
Data on collection
usage
Metrics in Action
• TPL study example–What data were available determined
the metrics we developed–What was missing
• Lessons learned– Can’t measure activity when the data
aren’t collected–Metrics must be linked to your
organization’s strategic plan
Your Turn
• Consider your organization’s strategic plan–What are your objectives?–What are you goals?–What are your success factors? Key
Progresss indicators? KPIs–What metrics will demonstrate progress,
and success?–What data should you be collecting to
create KPIs?
Discussion
• Talk about the group members approaches, friendly critique, suggestions
